Class/Program

Dream Big, Move Forward- Empower Yourself with Self Investing

 Take control of your financial future while aligning your money management with your dreams and values.

At Core of a Leader, we know leadership starts from within – owning your choices, your growth, and the impact you want to make. Our goal is to help you step into that power with confidence. That’s what Dream Big, Move Forward is all about: helping you take control of your money and mindset so you can live and lead in a way that feels true to YOU. 

Do any of these sound like you?

How this program helps you:

You feel stuck, unsure how to start investing or planning your future

Gain clarity on your dreams and create a financial roadmap tailored to your life goals.
  • You get access to real-life strategies and templates based on 10 years of actual data, making learning easy.
  • This program breaks down investing into simple, actionable steps, helping you to know where to start.
  • This program helps you align your financial actions with your long-term dreams.
  • The Mindset Mastery module helps you break limiting beliefs, so you feel empowered rather than intimidated.

You feel overwhelmed, confused, and don’t know who or what to trust.

Cut through the noise with straightforward tools and values-aligned strategies
  • This program teaches self-investing, so you don’t have to rely on expensive advisors or service fees.
  • This program gives you a structured Investing Decision-Making Model to help you make informed choices.
  • You get Excel templates and investment strategies, allowing you to confidently manage your own portfolio.
  • You’ll learn risk management strategies, understand market trends, and practice using proven templates.

And – You get to learn from 10 years of real data which is rare from other training. And the investing decision making model template – from a technology professional with more than 20 years of experience with data analysis & process improvement.

What you will get?

Some Takeaways:

  • 1

    6 weeks of live coaching sessions blending investing education with mindset work.

  • 2

    Easy to use Excel templates for starting out.

  • 3

    Fund-specific strategies which demonstrated with an 80%+ growth over 8 years.

  • 4

    Learn investing strategies with Roth &Traditional IRA for retirement, College saving 529 plans for children, or any other type of investing.

  • 5

    Life Long skill  and tools for tracking and managing money.

Interested to join this class?

Get Information for the next steps. (Please Indicate the day & time which works for you).

Special Note from Daisy

How many of you have big dreams, like retiring comfortably, buying your dream home, or simply feeling secure about your financial future? Now, how many of you feel that investing feels overwhelming, like something only experts can do?

I’ve been there too. Fifteen years ago, I didn’t know where to start, and the thought of investing felt intimidating. But I took small steps, built my own strategies, and grew my portfolio by over 80%. And my experience in data and technology also helped in that. 

15 Years of my investing experience taught me that it is not that scary. With right strategy, planning, and tools,  anyone can invest and achieve results.

Now, that is what I am offering to people who are willing to learn.This is something I want my kids to learn too. Anyone can learn it and do investing- even with small amounts of 50-100.

I’ll share proven tools, real data, and lessons I’ve developed along the way to help you feel confident, empowered, and ready to move forward in every aspect of your life. 

If you have more questions, feel free to meet with me.